Lupin, Intas Pharmaceuticals, Sun Pharma, MSN Laboratories, Natco Pharma, Zydus Life Sciences and Dr Reddy's Laboratories are some of the companies, the note said, that could potentially benefit.
Natco Pharma's management expects better FY28 with traction coming from Canada, Brazil and India besides some niche launches in the US which can translate into 15- 25 per cent PAT growth.
Companies including Dr. Reddy's Laboratories, Sun Pharma, Zydus Lifesciences, Natco Pharma, Alkem Laboratories, and Torrent Pharmaceuticals have developed their own formulations
Demerger: Natco Pharma shares gained nearly 4 per cent in trade on Friday ahead of next week's board meeting to consider a demerger proposal
In the past four trading days, the stock price of Natco Pharma has surged 10 per cent after the company announced the launch of Pomalidomide Capsules (generic of Pomalyst) in the US market.
The buying on the counter came after Natco Pharma, along with Breckenridge Pharmaceutical, launched Pomalidomide Capsules, a generic version of Pomalyst by Celgene, in the US market.
At 01:13 PM on Tuesday; Nifty Pharma index, the top gainer among sectoral indices, was up 0.2 per cent, as compared to 1.1 per cent decline in the Nifty 50.
The buying on the counter came after Natco Pharma received approval from the Central Drugs Standard Control Organisation (CDSCO) for Semaglutide in India
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